Bridgewater Wealth & Financial Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $8.58M | Sell |
69,095
-1,986
| -3% | -$247K | 3.42% | 10 |
|
|
2017
Q3 | $7.46M | Buy |
71,081
+13,697
| +24% | +$1.44M | 3.06% | 13 |
|
|
2017
Q2 | $6.79M | Buy |
57,384
+4,712
| +9% | +$558K | 2.26% | 16 |
|
|
2017
Q1 | $6.9M | Buy |
52,672
+11
| +0% | +$1.44K | 2.53% | 12 |
|
|
2016
Q4 | $6.74M | Sell |
52,661
-2,266
| -4% | -$290K | 2.55% | 14 |
|
|
2016
Q3 | $7.45M | Sell |
54,927
-407
| -0.7% | -$55.2K | 2.74% | 13 |
|
|
2016
Q2 | $8.43M | Sell |
55,334
-311
| -0.6% | -$47.4K | 3.04% | 8 |
|
|
2016
Q1 | $7.23M | Sell |
55,645
-5,795
| -9% | -$752K | 2.63% | 16 |
|
|
2015
Q4 | $7.58M | Buy |
+61,440
| New | +$7.58M | 2.94% | 12 |
|